Financial Services
Alumni Business Card Exchange is provided as a service to our alumni. It's not an endorsement of these businesses or products by Abilene Christian University or the ACU Alumni Association.
| Marshal R. Aldriedge ('81), Agent/Registered Representative Farmer's Insurance and Financial Services 9451 LBJ Freeway, Suite 116 • Dallas, Texas 75243 972-480-9900 (W) marshall@insuringdallas.com www.insuringdallas.com Helping clients since 1982 with their insurance and financial services needs. |
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| Jason Boyd ('03), Banking Associate Amegy Bank 6310 Lemmon Ave • Suite 100 • Dallas, TX 75209 214-754-9595 (W) • 214-754-9665 (F) jason.boyd@amegybank.com www.amegybank.com |
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Bryan C. Brokaw ('05), Financial Advisor |
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Dee K. Carter ('64), CLU, ChFC, RFC, CSA |
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Jason Carter ('00), Senior Loan Officer |
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Carroll Dyer, III ('76), Executive VP/Loan Officer |
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| Philip T. Garcia ('98), Vice President, Investments Raymond James & Associates 420 Throckmorton St., Suite 830 - Fort Worth, TX 76102 philip.garcia@raymondjames.com |
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Joy (Webb) Hodgson ('91), 401(k) Consultant |
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| Michael McAuliffe ('10), President Family Credit Management 111 N. Wabash, Suite 1417 - Chicago, IL 60602 800-994-3328 michael.mcauliffe@familycredit.org www.familycredit.org Notes: Christian agency |
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| Jason O'Quinn ('99), President Petra Lending Group 3939 Belt Line Rd., Suite 150 • Addison, Texas 75001 214-432-0443 (W) • 214-594-7373 (F) joquinn@petralending.com www.petralending.com Rock solid. Above reproach. Home financing and investments. |
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| Adam Palmer ('88), Senior Vice President Frost Bank 777 Main St., Suite 500 • Fort Worth, Texas 76012 adam.palmer@frostbank.com www.frostbank.com |
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Paul Palmer ('75), President |
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Sharlotte Potter ('11), Insurance and Financial Advisor |
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| Jason Purser ('04), Assistant Vice President Frost Bank 2727 N. Harwood, 10th Floor • Dallas, Texas 75201 214-515-4923 jason.purser@frostbank.com frostbank.com |
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| Scott South ('99), Insurance Agent Ingroup Financial Services 402 Cedar, Suite 213 - Abilene, TX 79601 325-672-9230 ext. 5 - 325-676-1543 (fax) ssouth@compasstx.com |
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| Anthony Tarter ('03), Vice President PNC ARCS LLC (PNC Bank) One Galleria Tower • 13355 Noel Road, Suite 1770 • Dallas, Texas 75240 972-490-5588, Ext. 139 (W) anthony_tarter@arcscommercial.com www.pnc.com Commercial real estate lending, includes lending on primarily multifamily properties, but also on the following property types: office, retail, self storage and hotels. Executions are funded through PNC Bank, Fannie Mae or Freddie Mac. |
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| Gregg L. Taylor ('06), Licensed Agent New York Life Insurance Company, 300 South 14th Street, Suite #210 • Abilene, Texas 79605 325-695-8020 (W), 325-695-8157 (F) gltaylor@ft.newyorklife.com |
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Jody Team ('01), Financial Planner |
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Cody D. Thompson ('98),
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Clayton Tuggle ('43), Partner |
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| Chris Van Stavern ('99), Financial Advisor Investment Professionals Inc. 16414 San Pedro, Suite 150 • San Antonio, Texas 78232 210-483-5057 (W) • 866-324-3944 (F) chris.vanstavern@invpro.com www.invpro.com |
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Craig Wilson ('01), Financial Advisor |
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